JSEZX Mutual Fund

JSEZX Mutual Fund

NAV$33.44
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Returns Overview

1 Month
-3.17%
3 Months
+3.58%
6 Months
+5.60%
YTD
+9.53%
1 Year
+8.69%
3 Years (annualized)
+5.95%
5 Years (annualized)
+2.24%
10 Years (annualized)
+7.83%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would JSEZX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
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🏦SVB / Banking Crisis5 days
Regional banking contagion fears
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1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Russell 2000 Index(^RUT)
This Mutual Fund (YTD)
+9.53%
Peer Avg (YTD)
+15.31%
vs Peers
-5.78%

JSEZX Mutual Fund Performance

JSEZX performance across multiple time periods: 1-month -3.17%, YTD 9.53%, 1-year 8.69%, 3-year 5.95%, 5-year 2.24%, 10-year 7.83%.

JSEZX returns trail the peer average of 15.31% YTD. With an expense ratio of 1.49%, investors should weigh costs against performance when evaluating this mutual fund.

JSEZX vs another fund shows side-by-side returns. JSEZX alternatives are available in the Mutual Fund Screener.